Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21+ 0.22% |
$4.42K - $4.87K
|
9.75K
$2.22M
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
21+ 0.87% |
$4.42K - $4.87K
|
2.42K
$552K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
21+ 2.5% |
$4.42K - $4.87K
|
862
$196K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
20+ 23.53% |
$4.21K - $4.64K
|
105
$23.9K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
19+ 1.1% |
$3.99K - $4.41K
|
1.74K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
17+ 0.38% |
$3.57K - $3.94K
|
4.45K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 0.38% |
$3.57K - $3.94K
|
4.52K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 13.08% |
$3.57K - $3.94K
|
147
$33.5K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 94.44% |
$3.57K - $3.94K
|
35
$7.97K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 4.08% |
$3.57K - $3.94K
|
434
$98.9K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16+ 0.35% |
$3.36K - $3.71K
|
4.61K
$1.05M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.26% |
$3.36K - $3.71K
|
1.28K
$292K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.48% |
$3.15K - $3.48K
|
3.15K
$717K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 1.37% |
$3.15K - $3.48K
|
1.11K
$253K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.49% |
$3.15K - $3.48K
|
1.03K
$234K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14+ 0.93% |
$2.94K - $3.25K
|
1.51K
$345K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.6% |
$2.94K - $3.25K
|
2.35K
$535K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 1.0% |
$2.94K - $3.25K
|
1.41K
$321K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 0.55% |
$2.94K - $3.25K
|
2.57K
$585K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 1.09% |
$2.73K - $3.01K
|
1.21K
$276K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
13+ 4.98% |
$2.73K - $3.01K
|
274
$62.4K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 6.19% |
$2.73K - $3.01K
|
223
$50.8K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13+ 1.3% |
$2.73K - $3.01K
|
1.01K
$231K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
12+ 0.9% |
$2.52K - $2.78K
|
1.34K
$306K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12New |
$2.52K - $2.78K
|
12
$2.73K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 26.67% |
$2.52K - $2.78K
|
57
$13K
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.38% |
$2.52K - $2.78K
|
3.19K
$727K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 8.15% |
$2.31K - $2.55K
|
146
$33.3K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.59% |
$2.31K - $2.55K
|
1.89K
$431K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11+ 2.2% |
$2.31K - $2.55K
|
512
$117K
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 1.24% |
$2.31K - $2.55K
|
897
$204K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.42% |
$2.1K - $2.32K
|
2.38K
$542K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.58% |
$2.1K - $2.32K
|
1.75K
$398K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.63% |
$2.1K - $2.32K
|
1.59K
$362K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.8% |
$2.1K - $2.32K
|
1.26K
$287K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 0.76% |
$1.89K - $2.09K
|
1.19K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 7.83% |
$1.89K - $2.09K
|
124
$28.2K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
8+ 0.82% |
$1.68K - $1.85K
|
980
$223K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8+ 0.11% |
$1.68K - $1.85K
|
7.18K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.39% |
$1.68K - $1.85K
|
2.03K
$463K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 0.79% |
$1.68K - $1.85K
|
1.02K
$233K
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.51% |
$1.68K - $1.85K
|
1.59K
$362K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8+ 0.49% |
$1.68K - $1.85K
|
1.64K
$374K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.59K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 4.07% |
$1.47K - $1.62K
|
179
$40.8K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.46% |
$1.47K - $1.62K
|
1.54K
$350K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.59K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.12% |
$1.47K - $1.62K
|
6.08K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.47% |
$1.26K - $1.39K
|
1.29K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 6.9% |
$1.26K - $1.39K
|
93
$21.2K
|